THE ANDERSEN FIRM - Key Persons
Job Titles:
- Director of Professional Alliances
- Director of Professional Alliances & Client Relations
Angela Hooper joined The Andersen Firm in 2006 and has held prior positions as the Director of Funding and Tennessee Probate and Settlement Paralegal. As the daily liaison of the organization, she fosters relationships with financial advisors and clients as their primary contact. Providing strategic client direction and managing client expectations is an additional aspect of her position, and Angela ensures that both financial advisors and clients receive what they need.
The Andersen Firm believes that the estate planning process goes far beyond trust documents being signed, so our legal team is here to help clients navigate through the funding, updating, and settlement processes that come months, and oftentimes years, after the trust is put in place. Angela uses the vast knowledge she has acquired over the many years she has worked with the firm to assist clients with these tasks. She spends a great deal of her time answering questions that clients may have about the plans they have put in place and overseeing firm-wide efforts to service our clients' ongoing needs. She is also responsible for establishing and fostering relationships with financial advisor offices and coordinating the many hours of education the law firm provides that supports advisors in better assisting their clients by identifying and helping them achieve their estate planning goals.
Angela's professional career spans over 20 years and began in the chemical industry's human resources department at Ciba Specialty Chemicals (now BASF) where she reported to the Vice President of North American Finance and the Vice President of Human Resources. She held responsibilities as internal auditor, quality coordinator and internal communications specialist for the McIntosh, Alabama facility. Learn more about Angela's professional experience on LinkedIn.
Angela attended Alabama Southern College in Thomasville, Alabama. When she is not spending time with her three children and four grandchildren, you will find her riding her Harley-Davidson, boating on South Holston Lake or sharpening her fly-fishing skills on the Tailwaters of East Tennessee.
Job Titles:
- Director of Client Services
- Director of Client Services for the Andersen Firm and Is Based Out of the Firm 's South Florida
Job Titles:
- Senior Settlement & Probate Paralegal
- Settlement & Probate Paralegal
Job Titles:
- Drafting & Funding Director
Leeza Andersen joined The Andersen Firm in 2015 and is the Drafting & Funding Director for the firm. In addition, she is the Office Manager of the Fort Lauderdale Office, assists in the day-to-day operation of the New York Office and supports the needs of clients and financial advisors.
Leeza received her Master of Arts in Psychology from San Diego State University and her Bachelor of Arts in Psychology and Sociology from Flagler College. She lives in Westin, FL with her husband Will and their sons Liam and Henry.
Michael Schwartz is an Estate Planning Attorney and experienced former corporate Vice President with a demonstrated history of counseling, advising, and mentoring on all aspects of post-mortem planning, estate tax planning, estate settlement and probate in the financial services and legal industries.
Throughout his career journey, just like his father before him, Michael exclusively dedicated his craft and passion of serving and supporting his clientele on all related facets of estate planning. Mr. Schwartz's father, a former IRS agent and established estate planning attorney, once told him the trust and estate attorney is the only practice of law that is referred to as a "Gentleman's Practice". Never truly interpreting the underlying meaning, the concept resonated with him and it was an easy decision for him to follow the footsteps of his Dad on the right path into estate planning.
Job Titles:
- Director of Operations
- Vice President
As the firm's Director of Operations, Rhonda Miller provides fiscal, personnel, and operational administration for The Andersen Firm. She is responsible for developing and overseeing the many processes that ensure the high standards of service that we provide to our clients and the many financial advisors with whom we partner.
Job Titles:
- Attorney
- Managing Partner
- President
- President & Managing Partner / Estate Planning Attorney
Attorney William E. Andersen, Jr. is the President and Managing Partner of The Andersen Firm. What makes Will a favorite among clients is his ability to present concepts both clearly and concisely, whether it is in the realm of estate planning, funding, asset protection, or estate settlement and probate.
Attorney Will Andersen is a member of the New York Bar and WealthCounsel, and he is a candidate to sit for the Florida Bar. He received his J.D. from the Maurice A. Deane School of Law at Hofstra University, Hempstead, NY and his B.S. from Flagler College, St. Augustine, FL.
Attorney Will Andersen is the proud father of Henry, born in 2021 and Liam, a 6-year-old cancer survivor. When not working, Will enjoys spending time with his sons at his fly-fishing lodge in Northeast Tennessee.